ShipHero is a fully featured Warehouse Management System designed for DTC brands and 3PL providers running their own warehouse and shipping operations.
By connecting ShipHero to Katana (via Extensiv Integration Manager), you can automate the following workflows:
Send sales orders (SOs) from Katana to ShipHero
Push inventory levels from ShipHero to Katana
Sync fulfillment from ShipHero to Katana
How it works
To get the best results, we suggest creating a separate location in Katana, specifically for ShipHero fulfillment. Then, in Extensiv, you'll want to authorize Katana as a Cart with the corresponding location ID. This enables Extensiv to import SOs with related info about products and customers from Katana to ShipHero.
In Extensiv, set ShipHero as a Warehouse Management System (WMS) since it's the order destination. Extensiv adjusts inventory levels in Katana to match ShipHero's provided information. Inventory levels are synced based on the time frequency set up in Extensiv, (hourly basis is the minimum offered). If inventory in Shiphero doesn't match Katana, Extensiv creates a stock adjustment in Katana to match with ShipHero.
With this integration, SOs are sent to ShipHero via Extensiv either when they're created (Not Shipped) or when they're marked as Packed. The Katana SO delivery status can be chosen within Extensiv's Cart settings.
Once an order is shipped via ShipHero (WMS), the SO tracking info is added, and the confirmation status is updated to Delivered in Katana (Cart).
Setting up ShipHero with Katana
Log in to Extensiv or create an account.
Connect ShipHero to Extensiv as WMS (order destination).
Add a third-party developer to your ShipHero users to give Extensiv Integration Manager access to your ShipHero account. Afterward, you will be provided with an access and refresh token, which you'll want to copy and paste into Extensiv. Find more info.
Enter your tokens > Test WMS Connection to verify that you have successfully authorized the connection > Save.
Review Merchant Settings for your ShipHero sync options.
Once ShipHero is connected to Extensiv as the WMS, head to Extensiv and select Carts from the left-side menu > New Setup > find Katana from the list > click OK to save settings.
In the New Katana Setup screen, click Grant Us API Access and a new window will open with Katana's login screen.
Log in and follow the instructions to authorize Extensiv for requested actions. Once complete, return to the Extensiv window (it will let you know if the authorization was successful).
Adjust Katana Cart Setup for pulling orders from Katana to ShipHero.
Choose the Order Import Status for pushing SOs from Katana to ShipHero (choose between Not Shipped, Partially Packed, Partially Delivered, Packed, Delivered)
Pick the Order Confirmation Status to which an order in Katana will be set when pushing tracking information to Katana from ShipHero (either Delivered or Packed).
Enter the Warehouse Location ID to pull orders and sync inventory. If you don't know your Location ID, click TEST at the bottom of the page, and a list of all locations in your Katana account (along with their IDs), will be listed upon a successful test
General Order Options:
Add the Earliest Order Date from when orders need to be pulled to ShipHero
Translate Item Code defines the item SKU that will be synced from Katana to ShipHero (read more about Product Aliases in Extensiv).
General Inventory Options:
Set up the Minimum Inventory Level to prevent overselling. If the Minimum inventory level setting is set to 0, Extensiv passes the available levels from ShipHero to Katana. Read more about inventory sync in Extensiv.
Push Inventory Using Alias (learn more about Product Aliases).
Select the Katana warehouse Location for inventory sync
Adjust ShipHero WMS Cart Settings.
Choose the ShipHero Order Warehouse where orders will be assigned (leave blank if you want to use ShipHero's default warehouse for SOs)
Review the Default Order Email, as ShipHero requires all orders to have an email address. If no email is provided with an order, this default email address will be added
Review the settings to ensure they match your preferences. Then, verify that the connection works by clicking Test at the bottom of the page. If the test is successful, click OK to save changes.
Now you should be able to send SOs from Katana to ShipHero, sync tracking info from ShipHero, and update inventory levels in Katana.
For any assistance with setup or workflow customization the workflow, contact Extensiv via their support portal.
Your feedback is invaluable. Let us know your thoughts on this article or anything in Katana you'd like to see improved: [email protected]